Iowa Governmental Roundtable

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IGR  |  Conferences  |  Update  |  Scheduled

Special Notes

  • Overnight accommodations are available at the Sheraton West Des Moines with ISCPA's negotiated rate of $119. Call 888-627-8043 to reserve your room. Reserve by April 23 to receive the discounted rate.

Description

 IGR

Curriculum

  • Accounting & Auditing
  • Governmental

Designed For

Governmental accountants or CPAs involved in governmental accounting, auditing and other finance issues.

Objectives

To stay on top of the latest governmental issues affecting those who work in or with governmental entities.

Preparation

No advance preparation necessary.

Your Price: $300.00

This is your base price and does not reflect any additional session fees, optional add-ons, or guest registrations. This price includes the early-bird discount. Full prices will be applicable to all registrations after May 1, 2018.

Members log in and save $50.00 on this event. Not a member? join today.

Sessions

May 15, 2018

8:10am - 8:20am (Central Time)
$0.00

Speaker: Mary Mosiman | Iowa State Auditor

8:20am - 8:40am (Central Time)
$0.00

Learn about issues monitored by ISCPA and our lobbyists during the 2018 Iowa legislative session.

Speakers:

Cindy Adams, CPA, CGMA | CEO | ISCPA

8:40am - 9:10am (Central Time)
$0.00

Jeff will review common national and state economic indicators and how recent trends appear to be impacting the state's general fund tax revenue.

Speaker: Jeff Robinson | Senior Fiscal Legislative Analyst | Iowa Legislative Bureau

9:20am - 10:50am (Central Time)
$0.00

This session will give an overview of the GASB pronouncements that become effective in upcoming fiscal years.  An update on GASB’s current technical and research agenda will also be covered.

Speaker: Lisa Parker, CPA, CGMA | Senior Project Manager | GASB

11:00am - 12:00pm (Central Time)
$0.00

This session will tackle the challenges of cyber security, common areas of concern and lessons learned from high profile cyber events.  Get a better understanding of how cyber risk aligns to business objectives and the effective components of a cyber security program for small to mid-sized organizations.

Speaker: Karen Andersen, CISM | Risk Advisory Manager | Eide Bailly LLP

Select One and Only One
12:45pm - 1:45pm (Central Time)
$0.00

Attend this session for an overview GASB’s tentative decisions on reporting model improvements.

Speaker: Lisa Parker, CPA, CGMA | Senior Project Manager | GASB

12:45pm - 1:45pm (Central Time)
$0.00

The Yellow Book exposure draft, if approved as proposed, will result in changes to how we consider independence, interact with peer reviewers and obtain education.  Learn provisions of the exposure draft in order to be prepared when the changes are implemented.

Speaker: Eric Berman, MSA, CPA, CGMA | Partner | Eide Bailly LLP

Select One and Only One
1:55pm - 2:55pm (Central Time)
$0.00

This session will provide an update on recent legislation impacting local government budgeting.  Issues involving the Annual Financial Report and Annual Urban Renewal Report will also be covered.

Speakers:

Ted Nellesen | Iowa Department of Management

Carrie Johnson | Iowa Department of Management

1:55pm - 2:55pm (Central Time)
$0.00

This presentation will highlight recent efforts to increase school district flexibility of various funding streams. The significance of accurate data will be covered. 

Speakers:

Tom Cooley | Chief of the Bureau of Finance, Facilities Operation and Transportation Services | Iowa Department of Education

John Parker | Fiscal and Policy Analyst | Iowa Department of Management

3:05pm - 4:15pm (Central Time)
$0.00

This session will include brief updates from State Auditor Mary Mosiman and her staff pertaining to local government issues, including an update on recent fraud audits. The session will also include time for questions and answers. Want to ensure your questions make it to the panel? Send them to ISCPA in advance at iacpa@iacpa.org.

Speakers:

Mary Mosiman | Iowa State Auditor

Marlys Gaston, Director | Iowa Auditor of State

Andy Nielsen | Deputy in Charge, Financial Audit Division | Iowa Auditor of State

Jennifer Campbell | Manager | Iowa Auditor of State

$0
$30.00
You can optionally select to receive printed materials in addition to electronic materials. Electronic materials are available to all attendees.

Instructors

Marlys K. Gaston

Show Bio

Marlys Gaston, CPA, CGFM is a Director for Iowa’s Auditor of State’s Office and has worked for the office since 1985. Marlys is a graduate of Buena Vista University. As a Director in the Financial Audit Division, Marlys’ responsibilities include supervising and reviewing local government audits and City examinations and providing technical assistance and training to local governments and their auditors.

She also participates in the Auditor’s Office Quality Review Program of CPA firm reports and work papers and is responsible for coordinating the Auditor’s Office in-house training program. Marlys is a Certified Public Accountant and Certified Government Financial Manager and is a member of the Iowa Society of Certified Public Accountants and the Association of Government Accountants.

Cynthia S. Adams

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Cindy Adams is CEO of the Iowa Society of CPAs (ISCPA), the largest professional organization dedicated to CPAs, accounting professionals and accounting students in Iowa. The organization’s mission is to advance the professional success of its members while protecting, enhancing, guiding and promoting the accounting profession on behalf of members working in public accounting, business, industry, government, nonprofit and education. In her role as CEO, Cindy oversees the organization’s budget, strategies, objectives and mission to its members.

Prior to joining ISCPA in 2012, Cindy was with Holmes Murphy in West Des Moines, serving in roles from accounting manager and controller to vice president of information technology. Cindy is on the board of directors of the CPA Society Executives Association, and serves on the accounting advisory board of Drake University. She also just completed her three-year term as the state executive representative to the American Institute of CPAs (AICPA) National Accreditation Commission (NAC). Cindy received a bachelor’s degree in accounting from Drake University, and is a certified public accountant (CPA), certified global management accountant (CGMA) and chartered property casualty underwriter (CPCU).

Andrew E. Nielsen

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Andy Nielsen is the Deputy in charge of the Financial Audit Division for Mary Mosiman, CPA, Iowa’s Auditor of State. He is a 1975 graduate of the University of Northern Iowa. After working at McGladrey’s from 1975 to 1981, he joined the staff of the Office of Auditor of State in 1981. He also participates in various local government training programs, including the ISCPA’s annual Iowa Governmental Roundtable.

Andy is a member of the City Finance Committee, the County Finance Committee and the Mental Health Risk Pool Board. He is also a member of the American Institute of Certified Public Accountants, the Iowa Society of Certified Public Accountants and the Association of Government Accountants.

Jennifer Campbell

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Jennifer Campbell is a manager for Iowa’s Auditor of State Office. She has worked for the office since 1999. As a manager in the performance investigation division, Jennifer’s primary responsibilities include supervising and reviewing performance engagements and special investigations and providing technical assistance and training to local governments and their auditors. In addition, Jennifer oversees the process for petition audits and re-audits. Jennifer is a graduate of the University of Northern Iowa.

Mary L. Mosiman

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Mary Mosiman has served as Iowa's Auditor of State since May 13, 2013. She serves the state as the “taxpayer’s watchdog” and her office is responsible for the audits of state agencies, counties, cities, school districts and other governmental subdivisions. Mary oversees the required guidelines that are provided to CPA firms performing governmental audits and plays a major role in fraud investigations around the state.

Previously, Mary served for two years as a Deputy in the Secretary of State’s Office and ten years as the elected Story County Auditor. She graduated from Iowa State University with a bachelor’s degree in business/accounting and is a CPA. She is a member of the ISCPA, the AICPA, the National Association of State Auditors, Comptrollers and Treasurers (NASACT), the Ames Morning Rotary and the Ames Chamber of Commerce.

Eric Berman

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Eric Berman is a partner with Eide Bailly LLP. He has over 27 years of governmental accounting and auditing experience. Prior to joining Eide Bailly, he was a quality control principal with a public accounting firm in California. Eric is the author of the Governmental Library for CCH.

Eric’s public-sector experience includes serving as deputy comptroller for the Commonwealth of Massachusetts from 1999 to 2010, and the chief financial officer of the Massachusetts Water Pollution Abatement Trust from 1994 to 1999. Eric is a licensed CPA in Massachusetts.

Eric recently represented the Association of Government Accountants (AGA) as the vice chair of the Government Accounting Standards Advisory Council to GASB. He chairs AGA’s audit committee. Previously, Eric chaired the AGA’s financial management standards board. He also is a previous chair of the American Institute of Certified Public Accountants (AICPA) governmental performance and accountability committee and is a former member of the AICPA’s State and Local Government Expert Panel. Eric is currently a member of the GASB’s task force reexamining the state and local governmental financial reporting model and has served on previous GASB task forces and working groups assisting in the development and implementation of standards.

Ted Nellesen

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Ted Nellesen is senior fiscal and policy analyst, local government budgets, for the Iowa Department of Management. Ted joined the Department of Management in July 2012, taking over city, township and miscellaneous levy authority budgets. Prior to joining the Department of Management, Ted worked as a consultant for Public Financial Management (PFM), a municipal finance advisory firm. Ted obtained his Bachelor of Arts in Political Science from Iowa State University in 2005 and his Master of Public Administration from Drake University in 2010.

Carrie Johnson

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Carrie Johnson is senior fiscal and policy analyst, local government budgets, for the Iowa Department of Management. Carrie graduated from Iowa State University and started her career working with local governments at the Iowa League of Cities. She worked for the League for more than eight years in various roles in the membership services area. After taking some time off to be at home with her daughter, Carrie rejoined the workforce with Public Financial Management, Inc., a financial advisory firm that works with many Iowa cities and counties. In 2010, Carrie joined the Iowa Department of Management as property valuation and county budget administrator. In her current role, she works with the property valuation system and the Utility Replacement Tax. She also works with county budgets and annual financial reports, as well as county hospital, county/city assessor, and county agricultural extension budgets

Lisa Parker

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Lisa Parker is a senior project manager with the Governmental Accounting Standards Board (GASB). Prior to joining the GASB in 2008, Lisa worked for Runyon Kersteen Ouellette CPAs for 10 years, the town of Old Orchard Beach, Maine as finance director and interim town manager for 2 years, and the city of Saco, Maine as finance director for 8 years.

Lisa is a certified public accountant and a chartered global management accountant (CGMA). She is a member of the Association of Governmental Accountants, the American Institute of Certified Public Accountants, and the Maine Society of Certified Public Accountants, where she served as president. Previously, Lisa was president of the Maine Governmental Finance Officers Association, an executive board member of the New England Governmental Finance Officers Association, and a member of a national GFOA standing committee.

Lisa attended Boston College and the University of Southern Maine graduating with magna cum laude honors and a bachelor’s degree in accounting

Tom Cooley

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Tom Cooley is chief of the bureau of finance, facilities, operation and transportation services for the Iowa Department of Education, a position he has held for nearly four years. Tom has worked for the Department since 2002, previously serving as an administrative consultant for the division of community colleges for four years, and as an education program consultant for K-12 school improvement for eight years.

Karen Andersen

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Karen Andersen is a risk advisory manager for Eide Bailly LLP in Minneapolis. She has more than 21 years of technical consulting experience across a wide variety of industries. Karen works with clients to perform cybersecurity assessments, risk assessments, classify critical data, security policy, data mapping, investigations; HIPAA, PII, identification and notification considerations. Some of her responsibilities include working with clients in the identification of responsive ESI, creating of data maps, documenting complex databases, and managing large scale collection efforts. Karen is adept in navigating the convergence of information technology and legal requirements in electronic discovery.

Karen is a Certified Information Security Manager (CISM), a designation earned through ISACA, a global association specializing in the development and adoption of globally-accepted industry-leading knowledge and practices for information systems.

John Parker

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John Parker is a fiscal and policy analyst with the Iowa Department of Management, a position he has held for two years. He is responsible for implementing the school finance formula and for preparing budget files for Iowa's school districts.

John’s experience includes five years in the Legislative Service Agency, where he focused on school finance and analyzing statute changes impacting the aid and levy worksheet.

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